13F data as of 2022-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/XEFLX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

27831H100

FAQ

Who are the top institutional investors holding EATON VANCE FLOATING-RATE 20 (XEFLX)?

Major stakeholders currently include Morgan Stanley ($16.1M), Bank Of America CORP /de/ ($6.6M), Eaton Vance Management ($4.3M). Based on the latest 13F filings, there are a total of 42 tracked investment funds and institutions maintaining positions in XEFLX.

What is the overall institutional sentiment toward XEFLX recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.4M, driven by 4 managers accumulating shares while 5 reduced their exposure.

Which institutions have been selling or reducing their XEFLX positions?

In the latest period, 5 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $4.7M.

Are there any notable investors adding XEFLX to their portfolios?

Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $8.0M.